Company lists · Data refreshed November 2026
Top 25 Fintech wealth advisors based in New Zealand
RevenueBase identified 56 company matches for fintech wealth advisors associated with New Zealand as of November 2026 and tracks 1,443 professional contacts across them, including 864 with verified work emails. Auckland is the largest hub.
This list covers company matches for fintech wealth advisors associated with New Zealand, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest fintech wealth advisors based in New Zealand
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 665 contacts → | ||||
Exact match “We are one of New Zealand’s leading investment advisory firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 231 contacts → | ||||
Exact match “Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 100 contacts → | ||||
Exact match “Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 95 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 72 contacts → | ||||
Exact match “Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 39 contacts → | ||||
Exact match “Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 33 contacts → | ||||
Exact match “Alvarium offers a connected world of investment opportunities.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “Guiding you to better wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “They say a journey of a thousand miles begins with a single step.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Pāua Wealth Management is an independent, boutique wealth advisory firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Financial freedom is not a dream.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Bradley Nuttall Otago is a boutique financial planning and investment firm specialising in helping high-net-worth individuals and their families, focusing on guiding them through…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “We are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new house‚ providing quality education for their children‚…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Investment Matters assists you with financial decisions and aspirations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fintech wealth advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 56 fintech wealth advisors based in New Zealand
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Fintech wealth advisors based in New Zealand at a glance
As of Nov 5, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for New Zealand, so it is reported there. Company counts and contact totals on this page are exact for New Zealand, over 56 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with New Zealand whose business descriptions match “fintech wealth advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 864 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 5, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fintech wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth advisors are there based in New Zealand?
RevenueBase identified 56 company matches for fintech wealth advisors associated with New Zealand as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Craigs Investment Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fintech wealth advisors?
Auckland leads with 18 company records, followed by Christchurch (8) and Wellington (6).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 864 professional contacts with verified work emails tracked across these 56 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 56 fintech wealth advisors based in New Zealand. Start with a free account, no credit card.
Download this list →Related lists
Fintech wealth advisors by geography
- Fintech wealth advisors based in Brisbane, Australia
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Rio De Janeiro, Brazil
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Calgary, Canada
- Fintech wealth advisors based in Montreal, Canada
- Fintech wealth advisors based in Toronto, Canada
- Fintech wealth advisors based in Vancouver, Canada
- Fintech wealth advisors based in Winnipeg, Canada
- Fintech wealth advisors based in Lyon, France
- Fintech wealth advisors based in Paris, France
Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech wealth advisors based in Brisbane, Australia
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Rio De Janeiro, Brazil
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Calgary, Canada
Company intelligence · public preview
Top 25 fintech wealth advisors based in New Zealand
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 56 matching company records for fintech wealth advisors based in New Zealand, with 1,443 tracked contacts and 864 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fintech wealth advisors based in New Zealand
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Craigs Investment Partnerscraigsip.comHQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 665 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sharesiessharesies.nzHQ: Wellington, New ZealandReported employees: 201-500 | Wellington, New Zealand | 201-500 | Exact match | 231 contacts → |
“Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Adminisadminis.co.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 100 contacts → |
“Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lifetimelifetime.co.nzHQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 95 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Haven Financial Advisershaven.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 72 contacts → |
“Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Foxplan LTDfoxplan.nzHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 39 contacts → |
“Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Alvariumalvarium.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 33 contacts → |
“Alvarium offers a connected world of investment opportunities.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hobson Wealthhobsonwealth.co.nzHQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 22 contacts → |
“Guiding you to better wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  NEW Zealand Financial Planningnzfp.co.nzHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 19 contacts → |
“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Smart Advisersmartadviser.co.nzHQ: Pakuranga, New ZealandReported employees: 1-10 | Pakuranga, New Zealand | 1-10 | Exact match | 14 contacts → |
“When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Milestone Financial Services LTDmilestone.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 10 contacts → |
“They say a journey of a thousand miles begins with a single step.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  The Private Office NZtheprivateoffice.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 9 contacts → |
“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Pāua Wealth Managementpauawealth.comHQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 9 contacts → |
“Pāua Wealth Management is an independent, boutique wealth advisory firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Phwealthphwealth.co.nzHQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts → |
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Yovich & CO Wealth Managementyovich.co.nzHQ: Whangarei, New ZealandReported employees: 1-10 | Whangarei, New Zealand | 1-10 | Exact match | 6 contacts → |
“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Isbister Partnersisbister.co.nzHQ: Tauranga, New ZealandReported employees: 1-10 | Tauranga, New Zealand | 1-10 | Exact match | 6 contacts → |
“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Personal Investment Centreinvestcentre.co.nzHQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 5 contacts → |
“We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wealth Boutiquewealthboutique.co.nzHQ: Invercargill, New ZealandReported employees: 1-10 | Invercargill, New Zealand | 1-10 | Exact match | 4 contacts → |
“Financial freedom is not a dream.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Money Empiremoneyempire.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 3 contacts → |
“We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Myfuturemyfutureplan.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bradley Nuttall Otago Limited Bnolbnol.co.nzHQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 2 contacts → |
“Bradley Nuttall Otago is a boutique financial planning and investment firm specialising in helping high-net-worth individuals and their families, focusing on guiding them through…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | On Track Financial Planning LTDontrackfp.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Wealth Management Strategies NEW Zealandwealthman.co.nzHQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new house‚ providing quality education for their children‚…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Nuview Wealth Solutionsnuviewwealth.co.nzHQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 2 contacts → |
“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Investment Mattersinvestmentmatters.nzHQ: Hastings, New ZealandReported employees: 1-10 | Hastings, New Zealand | 1-10 | Exact match | 2 contacts → |
“Investment Matters assists you with financial decisions and aspirations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 56 company matches
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Fintech wealth advisors: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for New Zealand, so it is reported there. Company counts and contact totals on this page are exact for New Zealand, over 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for fintech wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech wealth advisors did RevenueBase find based in New Zealand?
The saved snapshot records 56 matching company records, 1,443 tracked contacts and 864 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fintech wealth advisors by geography
- Fintech wealth advisors based in Brisbane, Australia
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Rio De Janeiro, Brazil
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Calgary, Canada
- Fintech wealth advisors based in Montreal, Canada
- Fintech wealth advisors based in Toronto, Canada
- Fintech wealth advisors based in Vancouver, Canada
- Fintech wealth advisors based in Winnipeg, Canada
- Fintech wealth advisors based in Lyon, France
- Fintech wealth advisors based in Paris, France
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth advisors based in New Zealand. Snapshot: November 5, 2026. https://revenuebase.ai/companies/fintech-wealth-advisors/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech wealth advisors based in Brisbane, Australia
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Rio De Janeiro, Brazil
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Calgary, Canada
Company intelligence · public preview
Top 25 fintech wealth advisors based in New Zealand
RevenueBase records 56 matching company records for fintech wealth advisors based in New Zealand, with 1,443 tracked contacts and 864 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fintech wealth advisors based in New Zealand
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Craigs Investment Partnerscraigsip.com HQ: Tauranga, New ZealandReported employees: 501-1,000 | Tauranga, New Zealand | 501-1,000 | Exact match | 665 contacts → |
“We are one of New Zealand’s leading investment advisory firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sharesiessharesies.nz HQ: Wellington, New ZealandReported employees: 201-500 | Wellington, New Zealand | 201-500 | Exact match | 231 contacts → |
“Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Adminisadminis.co.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 100 contacts → |
“Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lifetimelifetime.co.nz HQ: Christchurch, New ZealandReported employees: 51-200 | Christchurch, New Zealand | 51-200 | Exact match | 95 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Haven Financial Advisershaven.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 72 contacts → |
“Our friendly team of dedicated and experienced financial advisers are on your side.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Foxplan LTDfoxplan.nz HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 39 contacts → |
“Foxplan work one to one with clients as well as facilitating workshops with corporate groups to increase New Zealand's financial literacy through financial planning.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Alvariumalvarium.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 33 contacts → |
“Alvarium offers a connected world of investment opportunities.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hobson Wealthhobsonwealth.co.nz HQ: Auckland, New ZealandReported employees: 51-200 | Auckland, New Zealand | 51-200 | Exact match | 22 contacts → |
“Guiding you to better wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | NEW Zealand Financial Planningnzfp.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 19 contacts → |
“At NZFP, we believe that solid financial planning is the best place to start your financial wellbeing journey.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Smart Advisersmartadviser.co.nz HQ: Pakuranga, New ZealandReported employees: 1-10 | Pakuranga, New Zealand | 1-10 | Exact match | 14 contacts → |
“When it comes to securing your financial future, we know there is a lot for you to think about – which is why so many people are tempted to put financial planning in the “too…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Milestone Financial Services LTDmilestone.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 10 contacts → |
“They say a journey of a thousand miles begins with a single step.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Private Office NZtheprivateoffice.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 9 contacts → |
“The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pāua Wealth Managementpauawealth.com HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 9 contacts → |
“Pāua Wealth Management is an independent, boutique wealth advisory firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Phwealthphwealth.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 8 contacts → |
“phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Yovich & CO Wealth Managementyovich.co.nz HQ: Whangarei, New ZealandReported employees: 1-10 | Whangarei, New Zealand | 1-10 | Exact match | 6 contacts → |
“Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Isbister Partnersisbister.co.nz HQ: Tauranga, New ZealandReported employees: 1-10 | Tauranga, New Zealand | 1-10 | Exact match | 6 contacts → |
“The Isbister Partners team are trustworthy, responsive, and work hard on your behalf.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Personal Investment Centreinvestcentre.co.nz HQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 5 contacts → |
“We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wealth Boutiquewealthboutique.co.nz HQ: Invercargill, New ZealandReported employees: 1-10 | Invercargill, New Zealand | 1-10 | Exact match | 4 contacts → |
“Financial freedom is not a dream.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Money Empiremoneyempire.co.nz HQ: Auckland, New ZealandReported employees: 11-50 | Auckland, New Zealand | 11-50 | Exact match | 3 contacts → |
“We’ve all got big dreams – but some of those dreams take a fair whack of financial know-how to achieve.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Myfuturemyfutureplan.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are a down-to-earth team of financial advisers providing a one-stop shop for financial advice and investment planning services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bradley Nuttall Otago Limited Bnolbnol.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 2 contacts → |
“Bradley Nuttall Otago is a boutique financial planning and investment firm specialising in helping high-net-worth individuals and their families, focusing on guiding them through…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | On Track Financial Planning LTDontrackfp.co.nz HQ: Dunedin, New ZealandReported employees: 1-10 | Dunedin, New Zealand | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Wealth Management Strategies NEW Zealandwealthman.co.nz HQ: Auckland, New ZealandReported employees: 1-10 | Auckland, New Zealand | 1-10 | Exact match | 2 contacts → |
“We are here to serve as a guide in helping our clients turn their dreams into reality; whether that is buying their new house‚ providing quality education for their children‚…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Nuview Wealth Solutionsnuviewwealth.co.nz HQ: Palmerston North, New ZealandReported employees: 1-10 | Palmerston North, New Zealand | 1-10 | Exact match | 2 contacts → |
“Nuview Ltd was established in 1997 and has been trading as Nuview Wealth Solutions since 2011.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Investment Mattersinvestmentmatters.nz HQ: Hastings, New ZealandReported employees: 1-10 | Hastings, New Zealand | 1-10 | Exact match | 2 contacts → |
“Investment Matters assists you with financial decisions and aspirations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 56 company matches
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Fintech wealth advisors: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for New Zealand, so it is reported there. Company counts and contact totals on this page are exact for New Zealand, over 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for fintech wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech wealth advisors did RevenueBase find based in New Zealand?
The saved snapshot records 56 matching company records, 1,443 tracked contacts and 864 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 fintech wealth advisors based in New Zealand. Snapshot: November 5, 2026. https://revenuebase.ai/companies/fintech-wealth-advisors/new-zealand.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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